Somerset Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
998
+52
| +5% | +$27.8K | 0.17% | 99 |
|
|
2025
Q1 | $458K | Buy |
946
+186
| +24% | +$90K | 0.16% | 97 |
|
|
2024
Q4 | $405K | Buy |
760
+237
| +45% | +$126K | 0.15% | 98 |
|
|
2024
Q3 | $246K | Buy |
523
+8
| +2% | +$3.76K | 0.09% | 135 |
|
|
2024
Q2 | $220K | Buy |
+515
| New | +$220K | 0.09% | 141 |
|